Lifetime Retirement Income
May 09, 2018 11:30 AM - 12:45 PM
In a world of declining pension promises and a focus on financial wellness, how can employers help their employees retire at their target age with financial security? The presenters focus on alternative tools for accumulating and managing retirement income and how they coordinate. You should come away from this session with a better understanding of these tools and coordination strategies, including what they provide for employees of different income levels, benefits for beneficiaries, and tax considerations.
Session Category: Retirement/Consulting Issues
Credits: EA Non-Core: 1.50 CPD: 1.50